SOUTHWESTERN INVESTMENT GROUP NAMED AMONG TOP WORKPLACES IN TENNESSEE

FRANKLIN, Tennessee—Southwestern Investment Group, an independent wealth management company, is excited to announce its placement on The Tennessean’s list of Top Workplaces in Tennessee. Southwestern was recognized among 90 other companies that prioritize efforts that improve employee satisfaction and workplace culture. The nominees for this list were chosen based on survey responses submitted by each company’s employees.  

President of Southwestern Investment Group, Jeff Dobyns, is proud of his company’s commitment to its employees. “Ranking as a top workplace in Tennessee is important to us because employees are the true heart and soul of Southwestern Investment Group. We want every employee to feel valued and have opportunities to grow and excel—both personally and professionally,” said Dobyns. 

A people-focused company, Southwestern always keeps its employees’ best interests in mind. It’s the company’s culture of mentorship and focus on employee development that makes it stand out from competitors in the area. “We’ve seen firsthand that investing time into our team has motivated our team members to invest back into their clients’ financial well-being,” added Dobyns. Employees are given the opportunity to share, learn, and grow together under a leadership team that cares deeply about their lives, careers, and futures.

Jeff Dobyns is humbled by the recognition as one of the top workplaces in Middle Tennessee and is dedicated to continually excel in this area. “The main goal for our team and company is to ensure our advisors continue to develop and excel. We hope that creating such a workplace culture and environment will continue to help us be known as a top workplace for years to come,” he concluded. 

Southwestern Investment Group is a family of advisors that takes a comprehensive approach to financial planning. The company’s commitment to employee success motivates its teams to treat clients like family, creating sensible financial plans to help them reach their goals. Southwestern is backed by its broker-dealer, Raymond James, allowing the company to provide friendly, small-business service with the products and services of a large-scale business. To reach the advisors at Southwestern Investment Group, please visit swinvestmentgroup.com or call 615-861-6100.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 as an independent firm and manages more than $4 billion in client assets. The advisors at Southwestern Investment Group use Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small firm. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and protect your wealth. Southwestern Investment Group is a member of Southwestern Family of Companies. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $831 billion.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.